Difference between revisions of "Creating a New View"

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#Navigate to the '''File menu''' and select '''Create a new view'''
 
#Navigate to the '''File menu''' and select '''Create a new view'''
#:[[File:create_a_view.png]]
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#:[[File:create_a_view.png|500px]]
 
#Select a data source and table for the view to query for data, then select '''Next'''
 
#Select a data source and table for the view to query for data, then select '''Next'''
#:[[File:create_a_view2.png]]
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#:[[File:create_a_view2.png|300px]]
 
#Give the view a name, and select the type of view. Optionally, you can check the option '''Add the new view to Favorites''' to automatically add it to your personal favorites menu. Click '''OK'''
 
#Give the view a name, and select the type of view. Optionally, you can check the option '''Add the new view to Favorites''' to automatically add it to your personal favorites menu. Click '''OK'''
#:[[File:create_a_view3.png]]
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#:[[File:create_a_view3.png|300px]]
  
 
The new view is created and displayed, and you can start making changes to it. Changes are automatically saved.
 
The new view is created and displayed, and you can start making changes to it. Changes are automatically saved.

Latest revision as of 08:01, 5 March 2019

Overview

A view is always based on a table and may include data from related tables as well. When you create a new view, it starts off as a list with no filter and includes all the fields of the table upon which this view is based.

A view is automatically created the first time you click on a table in a list of tables for a data source. Once a table has at least one view, clicking on a table will open an existing view.

Creating a New View

To create a new view:


  1. Navigate to the File menu and select Create a new view
    Create a view.png
  2. Select a data source and table for the view to query for data, then select Next
    Create a view2.png
  3. Give the view a name, and select the type of view. Optionally, you can check the option Add the new view to Favorites to automatically add it to your personal favorites menu. Click OK
    Create a view3.png

The new view is created and displayed, and you can start making changes to it. Changes are automatically saved.

Cloning a View

Another way of creating a new view is by cloning an existing view.

Clone button.png